Agents' staff will share the same portal with admins
and company employees.
Depending on the permissions granted by the admin, staff members will have different levels of access.
1. My Agent
Agents' staff will be able to see their agent's
information.
They can edit the information of their agent and other staff members within their agent's team.
By selecting Approval Manager function, you can allow
agents' staff to approve their agent's properties. They can only approve
properties within their own agent's team, not properties of company employees
or other agents
By selecting Require Approval function, properties
created by this staff member will require approval.
By selecting Public Staff function, the staff member's
profile can be viewed by customers.
New Staff function allows you to create a new staff member for the agent.
The Properties screen is used to display a list of Properties (except properties with Pending status) of the Agent. You can view them in 2 modes: List and Map
The Review screen is used to view general information of the Agent
2. Property Owners
Agent employees can only see Property Owners created by their employees. They will not see Property Owners of other Companies / Agents / Business Brokers.
3. Business Brokers
Agents' staff can only see Business Brokers created by their own team. They cannot see Business Brokers created by the company, other agents
4. Properties
Agents' staff can only see properties created by their
own team.
If a company employee assigns a property to an agent,
the agent's staff will then be able to see that property.
Agents' staff have permissions to create, edit, view, assign to business brokers, delete, filter, and view on a map properties.
5. Approvals
The approval screen displays properties that require
approval.
Properties awaiting approval will have a status of
"Pending".
Agents' staff can only approve properties created by
their own team. They cannot approve properties created by the company or other
agents.
Properties created by Business Brokers do not require
approval.
To approve a property, select it and then choose the "Approved" function. Successfully approved properties will be displayed on the Properties screen. (Note: Approval screen permissions must be granted to staff.)
6. Buy Requests
Agents' staff can create and manage buy requests for
their clients.
Agents' staff cannot see buy requests created by the
company, other agents, or business brokers.
If a client creates a buy request from an agent staff, the agent's staff will be able to view that request.
7. Rental Requests
Agents' staff can create and manage rental requests
for their clients.
Agents' staff cannot see rental requests created by the company, other agents
If a client creates a rental request from an agent staff, the agent's staff will be able to view that request.
8. Tenants
Tenant screen displays a list of tenants who have
requested to rent a property and have been approved.
The system also displays unpaid invoices for properties rented by tenants on this screen.
9. Reports
9.1 Rent paid report: Report on rental payments made by customers when renting a Property from the Agent. In cases where the Property is created by the company but rented by a customer from an Agent's employee, the system will attribute the result to the corresponding Agent
9.2. Vacant rental property report: Report on vacant rental properties of the Agent.
9.3. Unit property rental report: List of Agent's rental properties
9.4. Delinquent tenants report: Report of unpaid invoices for rented properties
9.5. Leases ending report: Report of rental requests that have been completed
9.6. Vacant sale property report: List of vacant properties for sale
9.7. Unit property sold report: Detailed report of all properties sold
10. Dashboard
The Dashboard screen will display statistics specifically for the Agent (excluding values for the Company, other Agents and Business Brokers).
Remaining Property:
Statistics on the number of Properties an Agent can create per month
Your Plan:
Display the Plan that an Agent is currently subscribed to
SALE INCOME:
Total income generated from properties sold by the agent.
FOR SALE: Total number of
properties listed for sale by the agent (including Sold and Selling).
SOLD: Total number of
properties sold by the agent.
SELLING: Total number of
properties currently listed for sale by the agent.
Property Status Chart:
Chart displaying the number of the agent's properties by status.
Report Sale Requests By Status Chart:
Chart displaying the number of buy requests by status for the agent's
properties.
Report Sale Request by Property Type Chart:
Chart displaying the number of buy requests by property type for the agent's
properties.
RENTAL INCOME:
Total income generated from properties rented by the agent.
FOR LEASE:
Total number of properties listed for rent by the agent (including rented and
available).
RENTED: Total number of
properties rented by the agent.
AVAILABLE:
Total number of properties currently available for rent by the agent.
Report rental request by status Chart:
Chart displaying the number of rental requests by status for the agent's
properties.
Report rental request by Property Type
Chart: Chart displaying the number of rental requests by
property type for the agent's properties.
Report by Top City Properties: Statistics of cities with the highest number of properties (both for sale and rent) owned by the Agent
